+49.9%
XLE vs RDDT
-48.8%
+98.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +6.0% | -10.7% | -4.3% |
| 7D | -7.2% | -24.4% | +17.2% | -8.6% |
| 30D | +0.1% | -32.3% | +32.4% | -2.1% |
| 3M | +9.2% | -36.3% | +45.5% | +6.6% |
| 6M | +8.4% | -39.7% | +48.1% | +6.2% |
| YTD | +44.9% | -55.7% | +100.6% | +43.0% |
| 1Y | +49.9% | -45.7% | +95.6% | +47.0% |
| All | +49.9% | -48.8% | +98.7% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RDDT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling